Home Mf Research Sundaram Money Market Fund Regular Plan Growth

SUNDARAM MONEY MARKET FUND - REGULAR PLAN - GROWTH

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  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • SI
Fund info
NAV (as on 2025-07-18)
15.09 0.01%
AUM (Fund Size)
48
Expense Ratio
0.29%
Exit load
NIL
Risk
Low to Moderate
AMC
SUNDARAM MUTUAL FUND
View AMC Details

SIP Returns

Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2025-07-11 ₹1,000.00 ₹1,001.21
0.12 %
Two Week 2025-07-03 ₹1,000.00 ₹1,002.35
0.24 %
One Month 2025-06-18 ₹1,000.00 ₹1,006.01
0.60 %
Three Months 2025-04-21 ₹3,000.00 ₹3,036.35
1.21 %
Six Months 2025-01-20 ₹6,000.00 ₹6,144.94
2.42 %
One Year 2024-07-18 ₹12,000.00 ₹12,540.64
4.51 %
Three Year 2022-07-19 ₹36,000.00 ₹40,491.17
12.48 %
Five Year 2020-07-20 ₹60,000.00 ₹71,307.29
18.85 %
Since Inception 2018-09-26 ₹83,000.00 ₹103,416.81
24.60 %

Return Calculator

SIP Amount
1M
6M
1Y
3Y
5Y
Investment
₹0
Maturity Value
₹0
Abs. Returns
0
Current CAGR
0

Portfolio

Allocation of Equity and Debt Asset Classes.

Equity N/A
Debt 76%
Others N/A

Sectors Holding in SUNDARAM MONEY MARKET FUND - REGULAR PLAN - GROWTH

Other
76%

Companies Holding in SUNDARAM MONEY MARKET FUND - REGULAR PLAN - GROWTH

PNB Housing Finance Ltd - 25/09/2025
1.08%
Cholamandalam Investment And Finance Co Ltd - 14/11/2025
1.07%
Motilal Oswal Financial Services Ltd - 06/02/2026
1.05%
Deutsche Investments India Private Ltd - 09/09/2025
0.72%
Cholamandalam Investment And Finance Co Ltd - 22/05/2026
0.34%
364 Days - T Bill - 05/03/2026
3.54%
364 Days - T Bill - 20/02/2026
1.77%
Reverse Repo
3.69%
TREPS
2.65%
Corporate Debt Market Development Fund - Class A2
0.11%
Cash And Other Net Current Assets
-0.64%
8.38% Tamil Nadu State Development Loan - 27/01/2026
3.00%
Export Import Bank Of India - 20/03/2026
5.97%
Punjab National Bank - 18/03/2026
5.26%
HDFC Bank Ltd - 24/03/2026
5.26%
Indian Bank - 06/03/2026
3.52%
Canara Bank - 18/03/2026
3.51%
Kotak Mahindra Bank Ltd - 19/03/2026
3.51%
Small Industries Development Bank Of India - 26/03/2026
3.15%
National Bank For Agriculture & Rural Development - 27/02/2026
2.82%
Small Industries Development Bank Of India - 27/02/2026
2.82%
IDBI Bank Ltd - 02/09/2025
2.18%
Axis Bank Ltd - 04/02/2026
2.12%
AU Small Finance Bank Ltd - 28/10/2025
1.79%
IndusInd Bank Ltd - 05/12/2025
1.78%
Indian Bank - 04/02/2026
1.77%
Bank Of India - 06/02/2026
1.77%
National Bank For Agriculture & Rural Development - 17/02/2026
1.76%
Kotak Mahindra Bank Ltd - 18/02/2026
1.76%
Kotak Mahindra Bank Ltd - 27/02/2026
1.76%
IDBI Bank Ltd - 23/02/2026
1.76%
Kotak Mahindra Bank Ltd - 13/03/2026
1.76%
Canara Bank - 13/03/2026
1.76%
HDFC Bank Ltd - 19/05/2026
1.73%
HDFC Bank Ltd - 04/02/2026
1.41%
IDFC First Bank Ltd - 23/01/2026
1.06%
Canara Bank - 24/02/2026
1.06%
National Bank For Agriculture & Rural Development - 25/03/2026
1.05%
Small Industries Development Bank Of India - 06/02/2026
0.71%
Indian Bank - 25/03/2026
0.35%
ICICI Securities Ltd - 03/03/2026
2.80%
Deutsche Investments India Private Ltd - 22/12/2025
2.48%
Cholamandalam Investment And Finance Co Ltd - 26/05/2026
2.41%
Bharti Telecom Ltd - 17/10/2025
1.80%
LIC Housing Finance Ltd - 18/02/2026
1.76%
Motilal Oswal Financial Services Ltd - 25/02/2026
1.75%
ICICI Securities Ltd - 15/05/2026
1.73%
Birla Group Holdings Pvt Ltd - 22/05/2026
1.72%

Risk Ratios

Std. Deviation N/A
Beta N/A
Sharpe Ratio N/A
Lock In Period N/A
Residual Maturity N/A

Standard Deviation:

Standard deviation numbers measure the variability or volatility of a fund's returns over a specific time period (often 3 years).
  • Low standard deviation = Stable, predictable returns → Suitable for conservative investors seeking stability.
  • High standard deviation = High volatility, more risk → Be cautious, suitable for risk-tolerant investors who can handle fluctuations.

Beta:

Beta measures a fund's volatility about the market or a benchmark. A lower beta means the fund's performance is less sensitive to market movements, making it more predictable compared to the market.
  • Low beta = Less sensitive to market changes → Great for investors with less market exposure.
  • High beta = More sensitive to market changes → Better for aggressive investors who seek higher returns but can handle market risks.

Sharpe Ratio:

The Sharpe Ratio measures how much return a fund has made compared to the risk it carries. A higher Sharpe ratio indicates better returns relative to the risk taken, meaning the fund delivers more efficiently.
  • A higher Sharpe ratio indicates better risk-adjusted returns → Look for funds with higher ratios for better return efficiency.
  • Use it to compare different funds' efficiency in generating returns relative to the risk taken.

Lock-In Period:

India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.

Lock-in times for various investment types

  • Most ELSS mutual fund holders hold for 3 years.
  • Tax savings FDs lock in for 5 years.
  • The lock-in period for 8% Government of India bond investment is 6 years.
  • ULIPs must be locked in for 5 years.
  • The average hedge fund holding period is 30-90 days.
  • The average PPF investor holds onto their money for 15 years.

Residual Maturity:

Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.

There are two different types of residual maturity.

  • Short-term residual maturity: This occurs when a security has less than a year left on its maturity.
  • Long-term residual maturity: This occurs when a security has more than a year left on its remaining maturity.

Risk-O-Meter

Investors understand that their principal will be at
Low To Moderate

Scheme Details

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio Regular
0.29
Expense Ratio Direct
0.17
Lock-in Period
N/A
Fund Age
N/A
Benchmark
N/A
Fund managers
Sandeep Agarwal
13 years Experience
Dwijendra Srivastava
22 years Experience

Exit load

NIL

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